Prospective Client
We understand that choosing a financial advisor is an important life decision and we appreciate you considering Financial Insights Wealth Management.
Working with clients over the past four decades, our experience has been that many clients discuss their dreams, goals and concerns more thoroughly with their financial advisor than with any other person. With that in mind, our goal is to help individuals move in a desirable direction, at their own pace, to achieve their goals and increase the quality of their lives.
Get started with our Wealth Planning Worksheet
We offer an introductory meeting to help you decide if the relationship is the right fit. To learn more about how we can help you, we kindly ask you to fill out a short Wealth Planning Worksheet so we can make the most of our time together.
Please click here to fill out our Wealth Planning Worksheet to get started.
Next Steps
If, after our introductory meeting, you wish to continue further, we will have a follow up meeting to reconfirm your goals, review your financial data, and start putting together an initial action plan that you feel comfortable with before moving onto any recommendations or implementation.
Our 5 Step Financial Planning Process
We also understand that everyone has a unique personality. If, after our initial meeting, you would like references to other advisors, we would be happy to provide them.
Why Financial Insights Wealth Management?
- Over forty years of experience providing financial guidance, serving the Tacoma, WA community and clients all over the US.
- Team of financial advisors with the Certified Financial Planner (CFP®) designation, recognized as the credential with the highest fiduciary standard in the financial planning industry.
- Recognized as one of America’s fastest growing RIAs (Registered Investment Advisors) in 2024.
- One of the largest independent wealth management firms in the South Sound.
- Winners of multiple awards across the nation and in our community.
- Our firm provides both seasoned and young advisors who add a vast array of knowledge and perspective to our practice.